Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Brookfield
BN
|
+$280M |
| 2 |
Canadian National Railway
CNI
|
+$221M |
| 3 |
Visa
V
|
+$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$214M |
| 5 |
HEICO Class A
HEI.A
|
+$209M |
Top Sells
| 1 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$420M |
| 2 |
NVIDIA
NVDA
|
+$275M |
| 3 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$249M |
| 4 |
Invitation Homes
INVH
|
+$232M |
| 5 |
Mettler-Toledo International
MTD
|
+$166M |
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1576
Consensus Cloud Solutions
CCSI
$511M
| $6.32M | ﹤0.01% |
105,030
-1,753
| -2% | -$105K |
|
|
AVTA
1577
DELISTED
Avantax, Inc. Common Stock
AVTA
| $6.3M | ﹤0.01% |
322,000
-2,468
| -0.8% | -$48.2K |
|
|
MCHB
1578
Mechanics Bancorp Class A Common Stock
MCHB
$2.96B
| $6.29M | ﹤0.01% |
132,829
-3,545
| -3% | -$168K |
|
|
AXNX
1579
DELISTED
Axonics, Inc. Common Stock
AXNX
| $6.29M | ﹤0.01% |
100,496
+29,415
| +41% | +$1.84M |
|
|
TUP
1580
DELISTED
Tupperware Brands Corporation
TUP
| $6.27M | ﹤0.01% |
322,432
-2,807
| -0.9% | -$54.6K |
|
1581
Sociedad Química y Minera de Chile
SQM
$12B
| $6.27M | ﹤0.01% |
73,212
-7,848
| -10% | -$672K |
|
|
NTUS
1582
DELISTED
Natus Medical Inc
NTUS
| $6.24M | ﹤0.01% |
237,430
-8,527
| -3% | -$224K |
|
|
FARO
1583
DELISTED
Faro Technologies
FARO
| $6.24M | ﹤0.01% |
120,081
-1,156
| -1% | -$60K |
|
1584
iShares MSCI EAFE Value ETF
EFV
$28B
| $6.23M | ﹤0.01% |
123,900
+23,700
| +24% | +$1.19M |
|
1585
Cars.com
CARS
$815M
| $6.19M | ﹤0.01% |
428,817
-3,385
| -0.8% | -$48.8K |
|
1586
Sea Limited
SE
$114B
| $6.18M | ﹤0.01% |
51,614
+8,530
| +20% | +$1.02M |
|
1587
Southern Copper
SCCO
$82.9B
| $6.18M | ﹤0.01% |
85,502
-18,955
| -18% | -$1.37M |
|
|
SPWR
1588
DELISTED
SunPower Corporation Common Stock
SPWR
| $6.17M | ﹤0.01% |
287,271
-1,590
| -0.6% | -$34.2K |
|
1589
CEVA Inc
CEVA
$549M
| $6.16M | ﹤0.01% |
151,544
-1,319
| -0.9% | -$53.6K |
|
1590
Vicor
VICR
$2.25B
| $6.15M | ﹤0.01% |
87,225
-6,798
| -7% | -$480K |
|
|
CSII
1591
DELISTED
Cardiovascular Systems, Inc.
CSII
| $6.15M | ﹤0.01% |
272,229
-2,637
| -1% | -$59.6K |
|
1592
Scansource
SCSC
$948M
| $6.15M | ﹤0.01% |
176,814
-4,173
| -2% | -$145K |
|
1593
Advanced Drainage Systems
WMS
$11B
| $6.14M | ﹤0.01% |
51,668
+2,638
| +5% | +$313K |
|
1594
James River Group
JRVR
$246M
| $6.13M | ﹤0.01% |
247,850
-614,966
| -71% | -$15.2M |
|
1595
Bentley Systems
BSY
$16B
| $6.13M | ﹤0.01% |
138,706
-1,216
| -0.9% | -$53.7K |
|
1596
Genesco
GCO
$355M
| $6.11M | ﹤0.01% |
96,071
-6,658
| -6% | -$424K |
|
1597
Mativ Holdings
MATV
$666M
| $6.11M | ﹤0.01% |
222,129
-8,957
| -4% | -$246K |
|
1598
Tradeweb Markets
TW
$25.3B
| $6.11M | ﹤0.01% |
69,515
-49,306
| -41% | -$4.33M |
|
1599
Methanex
MEOH
$2.98B
| $6.11M | ﹤0.01% |
+111,922
| New | +$6.11M |
|
1600
Houlihan Lokey
HLI
$14.1B
| $6.1M | ﹤0.01% |
69,485
-27,169
| -28% | -$2.39M |
|